"Quality is more important than quantity. One home run is better than two doubles." ✍️ - Steve Jobs |
✅ U.S. stocks closed at record highs amid job concerns and looming inflation reports. ✅ Nvidia CEO Jensen Huang to join Trump on U.K. state visit amid China chip push. ✅ U.S. job gains revised down by 911,000 for year through March. ✅ SpaceX to acquire EchoStar spectrum in $17 billion deal. ✅ Robinhood soars to a record high on news of S&P 500 inclusion. ✅ Intel overhauls leadership; products chief Michelle Johnston Holthaus to depart. |
↗ Dow 45,711.34 + 0.43%
↗ Nasdaq 21,879.49 + 0.37%
↗ S&P 6,512.61 + 0.27% |
Nvidia CEO Jensen Huang to Join Trump on U.K. State Visit Amid China Chip Push |
Image courtesy of Ken Cedeno/UPI/Bloomberg |
Nvidia CEO Jensen Huang will accompany President Donald Trump on a U.K. state visit next week, a source told CNBC. Other business leaders expected to join include OpenAI’s Sam Altman, Blackstone’s Stephen Schwarzman, and BlackRock’s Larry Fink. Huang’s attendance highlights Nvidia’s efforts to maintain strong ties with the U.S. administration as it seeks export licenses for its Blackwell chips in China. Earlier this year, U.S. export controls had restricted Nvidia’s access to the Chinese market, prompting Huang to meet Trump twice at the White House to secure waivers for the H20 AI chips. The trip follows Huang’s previous international engagement with Trump in Saudi Arabia and underscores the company’s strategic push to preserve global market access while advancing U.S. leadership in AI technology. |
U.S. Job Gains Revised Down by 911,000 for Year Through March |
Image courtesy of Digpu.com |
The U.S. labor market turned out to be weaker than previously reported, according to new data from the Bureau of Labor Statistics (BLS). In a preliminary benchmark revision released Tuesday, the agency said employment growth for the 12 months ending in March 2025 was overstated by 911,000 jobs — cutting more than half of the 1.79 million gains originally reported. If the revision holds, average monthly job growth over that period would fall from about 147,000 to just over 70,000. The BLS noted particularly sharp downward adjustments in leisure and hospitality, which likely employed 176,000 (or 1.1%) fewer workers than initially estimated. Retail trade, professional and business services, wholesale trade, manufacturing, and the information sector also registered notable declines, with information showing the steepest percentage drop. The annual revision process compares the agency’s monthly employer survey with more comprehensive state unemployment insurance tax records. A final update will be issued in February, and some economists expect the ultimate revision to be less severe. Still, the new figures could intensify concerns that the job market—already showing signs of slowing since March—was weaker than thought at the start of the year. The BLS findings arrive as the agency faces criticism from President Trump over the reliability of its data. Federal Reserve officials, meanwhile, had already signaled they were bracing for a downward revision. In a footnote to a recent speech, Chair Jerome Powell wrote that he expected Tuesday’s report to show employment “revised down materially.” The revision covers months that include the Fed’s rate cuts late last year, aimed at shielding hiring from a steeper slowdown. Even so, investor expectations for another quarter-point rate cut at next week’s policy meeting were largely unchanged following the release, according to CME Group’s futures market data. |
SpaceX to Acquire EchoStar Spectrum in $17 Billion Deal |
Image courtesy of pcgeek.info |
Elon Musk’s SpaceX will buy wireless spectrum licenses from EchoStar for about $17 billion, a move aimed at accelerating Starlink’s direct-to-cell 5G rollout. The agreement will also let EchoStar’s Boost Mobile customers tap into Starlink’s service, extending satellite coverage to areas without reliable connectivity. SpaceX plans to use the spectrum for a new generation of high-capacity, laser-linked satellites designed to boost network capacity more than 100-fold and “end mobile dead zones” globally, President Gwynne Shotwell said. Under the deal, SpaceX will pay up to $8.5 billion in cash and issue up to $8.5 billion in stock while covering about $2 billion of EchoStar’s debt interest. EchoStar shares surged 19% on the news as AT&T, Verizon and T-Mobile slipped. The FCC, which had scrutinized EchoStar’s spectrum use, called the agreements a potential boost for competition and next-gen connectivity. |
Robinhood Soars to a Record High on News of S&P 500 Inclusion |
Image courtesy of Omar Marques / SOPA Images / LightRocket via Getty Images |
Robinhood (HOOD) shares jumped to a new record on Monday after S&P Dow Jones Indices said the brokerage platform will join the S&P 500 (^GSPC) on September 22. AppLovin (APP) and Emcor (EME) will also be added, replacing MarketAxess Holdings (MKTX), Caesars Entertainment (CZR) and Enphase Energy (ENPH). In midday trading, AppLovin rose over 11% while Emcor dipped slightly. Among the companies exiting the index, Caesars and Enphase fell more than 1% and 3%, respectively, while MarketAxess traded flat. Robinhood’s inclusion caps a rapid rise fueled by the pandemic-era boom in retail trading, meme-stock frenzies and early moves into cryptocurrency. The company raised $2.1 billion in its 2021 IPO and generated $2.95 billion in revenue last year. AppLovin, whose advertising and analytics tools drive app monetization, saw its market cap surge from $13.5 billion at the end of 2023 to more than $100 billion by December 2024, with $4.7 billion in annual revenue. Emcor, a major provider of industrial and energy infrastructure services—including for AI data centers—reported $14.57 billion in 2024 revenue. Robinhood’s entry into the S&P 500 cements its place among the nation’s largest public companies and underscores its ongoing influence in retail investing, cryptocurrency and financial technology. |
Intel Overhauls Leadership; Products Chief Michelle Johnston Holthaus to Depart |
Image courtesy of REUTERS/Dado Ruvic |
Intel on Monday announced a series of executive changes, including the exit of products chief Michelle Johnston Holthaus, as CEO Lip-Bu Tan intensifies efforts to revamp the struggling U.S. chipmaker. Holthaus, who has spent more than 30 years at Intel and held multiple senior leadership positions—including interim co-CEO following the departure of former CEO Pat Gelsinger last year—will remain with the company in a strategic advisory capacity for the coming months. The shake-up reflects Tan’s broader plan to streamline Intel’s leadership, with key chip divisions reporting directly to him, alongside ongoing job cuts aimed at simplifying operations. As part of the changes, Intel named Kevork Kechichian as executive vice president and general manager of its data center group. Kechichian, a veteran of the semiconductor industry, previously served as EVP of engineering at Arm and has held senior roles at NXP Semiconductors and Qualcomm. Intel also announced the creation of a new central engineering group under senior vice president Srinivasan Iyengar, who will spearhead a custom silicon business serving external customers. In addition, Naga Chandrasekaran, EVP and chief technology and operations officer of Intel Foundry, will now oversee Foundry Services, while Jim Johnson takes on the role of general manager for Intel’s client computing group. The leadership changes come amid heightened scrutiny of Intel. Last month, U.S. President Donald Trump indicated plans for the government to acquire a 10% stake in the company and called for Tan’s resignation over alleged conflicts of interest. |
📉 ON THE MOVE AND NOTABLES 📈 |
✔️ Citigroup lowered its price target on Nvidia (NVDA), citing potential pressure from Broadcom’s (AVGO) custom AI chips, called "XPUs," which could reduce Nvidia’s 2026 GPU sales by about 4%, or $12 billion. Nvidia said late Monday that it has secured H20 licenses for major customers in China, which could generate revenue, though no sales from China are included in its current-quarter guidance. ✔️ Oracle (ORCL) gained after climbing nearly 2.5% Monday ahead of its earnings release, as investors focus on cloud performance and its data center partnership with OpenAI. Analysts expect revenue of roughly $15 billion, up 12.8% from a year ago, with earnings per share projected at $1.48. ✔️ Broadcom (AVGO) rose, extending last week’s rally on strong demand for its custom AI chips. ✔️ Apple (AAPL) revealed the iPhone Air. The $999 iPhone Air brings the biggest changes to the iPhone since the company unveiled its iPhone X in 2017, when Apple implemented its edge-to-edge screen design. Constructed out of titanium, Apple says the Air's frame is both light and durable. The company also uses its Ceramic Shield protection around the entire phone to make it its strongest phone yet. ✔️ Teck Resources (TECK) surged after agreeing to merge with Anglo American PLC, a deal expected to create one of the world’s largest copper producers. ✔️ Dell Technologies (DELL) slipped following the surprise announcement that CFO Yvonne McGill will step down, raising questions about leadership stability ahead of the company’s analyst meeting. ✔️ AppLovin (APP) jumped after being added to the S&P 500 index, a move that typically spurs buying from index-tracking funds. ✔️ UnitedHealth Group (UNH) rose after reaffirming its full-year earnings outlook. Shares are now up 37% from early August lows. ✔️ Fox (FOX) dropped after reports that the Murdoch family resolved its succession battle and created a new trust to receive proceeds from the sale of nearly 17 million Class B shares. ✔️ CoreWeave (CRWV) advanced after the Wall Street Journal reported the AI cloud company launched a venture arm to invest in startups. ✔️ Casey’s General Stores (CASY) fell despite topping earnings expectations, posting a 4.3% rise in same-store sales and reaffirming guidance. ✔️ Nebius (NBIS), an Amsterdam-based tech company, soared 55% after signing a $17 billion AI infrastructure deal with Microsoft (MSFT). ✔️ Tourmaline Bio (TRML) surged more than 50% premarket after Novartis (NVS, NOVN.SW) announced it would acquire the company for $1.4 billion, paying $48 per share, with the transaction expected to close in the fourth quarter. ✔️ Bond yields were little changed, with the 10-year Treasury at 4.05%, near its lows for the year, supporting fixed-income returns, as the Bloomberg U.S. Aggregate Bond Index is up about 6.4% so far in 2025. ✔️ A New York Fed survey showed the perceived probability of losing one’s job rose to 14.5%. “Consumers continue to have an increasingly sour outlook when it comes to labor,” said Liz Ann Sonders, chief investment strategist at Schwab. ✔️ Volatility remains subdued, with the Cboe Volatility Index (VIX) trading below 16, well under its long-term average of 20, though longer-dated contracts are above 21, signaling expectations for higher volatility early next year. ✔️ Oil prices rose nearly 1% Tuesday amid Middle East tensions after Israel reported a strike in Qatar, with West Texas Intermediate near $62.80 per barrel and Brent trading up nearly 1% at $66.30. The Energy Sector (XLE) led S&P 500 (^GSPC) gains, climbing about 1.7%. ✔️ Traders continue to price in a 90% chance of a 25 basis point Federal Reserve rate cut at the September meeting, with a 10% chance of a 50 basis point cut following Tuesday’s BLS data. ✔️ Gold surged past $3,650 for the first time in history, fueled by anticipation of a Federal Reserve rate cut this month. |
💲What Else to Watch This Week 💲 |
August’s producer and consumer price indexes are due Wednesday and Thursday. Economists expect headline PPI to stay at 3.3% year over year and headline CPI to tick up to 2.9% from 2.7%. Tariff-related price pressures are likely to build later in the year, but August data may show only a limited impact as many firms continue absorbing costs. This will be the final inflation report before the Fed’s September 17 meeting, where a rate cut is widely expected even with inflation still above the 2% target. Even if you’re not planning to buy one of Apple’s new iPhones unveiled yesterday, your device may still look very different soon. That’s because Apple rolled out iOS 26 after the event, introducing the most significant visual overhaul to the iPhone interface in more than ten years. Revealed in June, the update features a new design language called Liquid Glass. The redesign replaces the iPhone’s traditional opaque buttons with semi-transparent, fluid-like graphics, complete with detailed animations that give the interface a sense of motion and depth. 🟢 September 10: August PPI and core PPI and earnings from Chewy (CHWY). 🟢 September 11: ECB rate decision, August CPI and core CPI, and earnings from Kroger (KR) and Adobe (ADBE). 🟢 September 12: September preliminary University of Michigan Consumer Sentiment.
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